Insights

Clientele profile Mid-sized financial services firm with 11-50 employees and revenue in the 10M-25M range presents a target for advisory, wealth management, and back-end operations optimization solutions tailored to growing practices.

Digital footprint Current tech stack relies on Squarespace and basic analytics/hosting tools. Opportunity to upsell client experience enhancements, CRM integration, portfolio management dashboards, and data security services as they scale.

Growth potential Dealmaking and client acquisition efforts can benefit from marketing automation, lead generation analytics, and scalable compliance controls to support expansion and broader service offerings.

Competitive positioning As a smaller advisory firm in a field dominated by large incumbents, they may value partnerships that offer cost-efficient, customizable solutions and white-label capabilities to differentiate their client experience.

Revenue expansion Prospects for cross-sell across personal and business financial planning, succession planning, and fiduciary/compliance services to align with clients’ complex needs and target higher-margin service lines.

Similar companies to Cross Coastal Advisors

Goldman Sachs
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Stifel Financial Corp.
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Wells Fargo Advisors
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RBC Wealth Management
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LPL Financial
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Merrill Lynch
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Morgan Stanley
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UBS
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Raymond James
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Cross Coastal Advisors Tech Stack

Cross Coastal Advisors uses 8 technology products and services including Hotjar, Google Hosted Libraries, Squarespace, and more. Explore Cross Coastal Advisors's tech stack below.

Hotjar
Analytics
Google Hosted Libraries
Content Delivery Network
Squarespace
Content Management System
Squarespace Commerce
E-commerce
Font Awesome
Font Scripts
Google Fonts API
Font Scripts
Choices
Javascript Libraries
GoDaddy
Web Hosting

Cross Coastal Advisors's Email Address Formats

Cross Coastal Advisors uses at least 3 email formats:

Cross Coastal Advisors Email Formats	Example	Percentage
FLast@crosscoastaladvisors.com	JDoe@crosscoastaladvisors.com	71%
Last@crosscoastaladvisors.com	Doe@crosscoastaladvisors.com	24%
FirstLast@crosscoastaladvisors.com	JohnDoe@crosscoastaladvisors.com	5%

Frequently Asked Questions

What is Cross Coastal Advisors's official website and social media links?

Cross Coastal Advisors's official website is crosscoastaladvisors.com and has social profiles on LinkedIn.

How much revenue does Cross Coastal Advisors generate?

As of September 2026, Cross Coastal Advisors's annual revenue is estimated to be $10M - $25M.

What is Cross Coastal Advisors's NAICS code?

Cross Coastal Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Cross Coastal Advisors have currently?

As of September 2026, Cross Coastal Advisors has approximately 16 employees across 1 continents, including North America. Key team members include Founder & Managing Partner: G. M., Partner: J. H. and Partner: S. J. C. Explore Cross Coastal Advisors's employee directory with LeadIQ.

What industry does Cross Coastal Advisors belong to?

Cross Coastal Advisors operates in the Financial Services industry.

What technology does Cross Coastal Advisors use?

Cross Coastal Advisors's tech stack includes Hotjar, Google Hosted Libraries, Squarespace, Squarespace Commerce, Font Awesome, Google Fonts API, Choices and GoDaddy.

What is Cross Coastal Advisors's email format?

Cross Coastal Advisors's email format typically follows the pattern of FLast@crosscoastaladvisors.com. Find more Cross Coastal Advisors email formats with LeadIQ.

When was Cross Coastal Advisors founded?

Cross Coastal Advisors was founded in 2015.

Cross Coastal Advisors

Q: How many employees does Cross Coastal Advisors have currently?

Cross Coastal Advisors has approximately 16 employees.

Q: What technology does Cross Coastal Advisors use?

Cross Coastal Advisors's tech stack includes HSTS, JSON-LD, Agari, Google Fonts API, Google Search Console.

Q: What is Cross Coastal Advisors's NAICS code?

Cross Coastal Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesMassachusetts, United States11-50 Employees

Cross Coastal Advisors operates in the financial services sector, providing personal and business financial planning for clients. The firm emphasizes that even highly successful individuals can face time constraints and lack specialized knowledge for managing finances, and it aims to help them bridge that gap.

Its clients are skilled individuals who acknowledge their strengths and limitations and seek external guidance to align their financial planning with broader life and business goals. Based in Boston, Massachusetts, the firm functions as a small to mid-sized practice within the financial services field.